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Associate Financial Representative Jobs in Rochester Hills, MI

Penske

Senior Financial Analyst

Dearborn, MI

$75K - $102K/yr

A Penske Logistics Sr. Financial Analyst is responsible for data mining and analysis, presentation ... representative of those that must be met by an associate to successfully perform the essential ...

Penske

Senior Financial Analyst

Dearborn, MI

$75K - $102K/yr

A Penske Logistics Sr. Financial Analyst is responsible for data mining and analysis, presentation ... representative of those that must be met by an associate to successfully perform the essential ...

Penske

Senior Financial Analyst

Dearborn, MI · On-site

$75K - $102K/yr

A Penske Logistics Sr. Financial Analyst is responsible for data mining and analysis, presentation ... representative of those that must be met by an associate to successfully perform the essential ...

Penske

Senior Financial Analyst

Dearborn, MI · On-site

$78K - $98K/yr

A Penske Logistics Sr. Financial Analyst is responsible for data mining and analysis, presentation ... representative of those that must be met by an associate to successfully perform the essential ...

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Showing results 21-40

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Rochester Hills, MI

Associate Financial Representative information

See Rochester Hills, MI salary details

$9

$24

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How much do associate financial representative jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate financial representative in Rochester Hills, MI is $24.22, according to ZipRecruiter salary data. Most workers in this role earn between $17.69 and $23.65 per hour, depending on experience, location, and employer.

What is the difference between Associate Financial Representative vs Financial Advisor?

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

What are the key skills and qualifications needed to thrive as an associate financial representative, and why are they important?

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.
What are popular job titles related to Associate Financial Representative jobs in Rochester Hills, MI? For Associate Financial Representative jobs in Rochester Hills, MI, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Rochester Hills, MI look for? The top searched job categories for Associate Financial Representative jobs in Rochester Hills, MI are:
What cities near Rochester Hills, MI are hiring for Associate Financial Representative jobs? Cities near Rochester Hills, MI with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Rochester Hills, MI as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $50,375 per year, or $24.2 per hour.

Senior Financial Analyst

Penske

Dearborn, MI

$75K - $102K/yr

Full-time

Re-posted 4 days ago

Job description

Position Summary: 
A Penske Logistics Sr. Financial Analyst is responsible for data mining and analysis, presentation of results, consulting and recommending process improvements and special projects.  The position provides support to functional organizations as well as senior management.  The analysis includes preparing financial presentations, analyzing operating data and other ad hoc reporting.  This is a hands-on role that requires the analyst to work directly with multiple organizations by getting involved to understand and improve the business.
 
Locations: Dearborn, MI or Chicago, IL
Schedule: Monday - Friday 8am - 5pm
Salary: $75,600 - $102,000
Benefits: Our excellent benefits plan keeps associates and their families happy, healthy, and secure. To learn more visit https://penske.jobs/benefits/
 
Major Responsibilities:  
- Perform required monthly financial close related activities including preparing required journal entries to ensure accuracy and compliance
- Analyze financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes 
- Develop, update and monitor key performance indicators and key financial metrics or dashboards, highlighting trends and analyzing variances, to understand and be able to communicate the financial health of each location
- Work with the operations team to develop forecasts, and reporting, including financial performance, variance explanations, and cost analysis
- Provide senior management and the operations team with in-depth financial analysis of actual spend to drive insights on trends, investment areas and opportunities to optimize costs, driving better decision making
- Deliver ad hoc reporting and analysis 
- Perform other duties as assigned
About Penske Logistics
Penske Logistics engineers state-of-the-art transportation, warehousing and supply chain management solutions that deliver powerful business results for market-leading companies. With operations in North America, South America, Europe and Asia, Penske and its associates help businesses move forward by increasing visibility and driving down supply-chain costs. Visit Penske Logistics to learn more.

Qualifications:
- Bachelor's Degree in Accounting or Finance or other business related field
- 3-7 years of experience in financial planning, analysis, or modeling
- Strong data analytics and mining skills required
- Logistics/Operations experience preferred
- Must be able to exercise moderate independent judgment with direction from supervisor
- Advanced Microsoft Excel skills required; Advanced use of MS Access or other Database tools beneficial
- Detail oriented and highly analytical, able to translate data and trends into clearly understandable messaging
- Highly organized and self-motivated individual with a strong work ethic and ability to thrive as part of a financial management team
- Strong understanding of the importance of hands on collaboration with the Operations team and the personnel at the Area, Region and Corporate levels
- Quality program certification (Six Sigma, ISO, LEAN, etc.) preferred
- Some travel is required
- Complete Penske employment application, submit to a background investigation (to include past employment, education, and criminal history) and drug screening are required
 
Physical Requirements:
- The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- The associate will be required to read, communicate verbally and/or in written form, remember and analyze certain information, and remember and understand certain instructions or guidelines.
- While performing the duties of this job, the associate may be required to stand, walk, and sit.  The associate is frequently required to use hands to touch, handle, and feel, and to reach with hands and arms.  The associate must be able to occasionally lift and/or move up to 25lbs/12kg.
- Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.
 
Penske is an Equal Opportunity Employer

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